Our Services
Tax, Bookkeeping & Payroll Services in Phoenix
Tax Preparation for Individuals and Businesses
We prepare individual tax returns (Form 1040) for W-2 employees, self-employed people and anyone with 1099 income. We also prepare business returns for sole proprietors, LLCs, partnerships, S corporations, C corporations and nonprofit organizations in Phoenix. Start with a consultation call. Do you still need to file a BOI report?
- Maximized your tax credits
- We help you get your Maximum Refund.
- Tax Advice
We help you lower your tax legally by finding every deduction and credit you qualify for. - Tax Planning
We look at your income, deductions and business setup ahead of time and suggest legal ways to pay less tax. See the 2026 tax changes and the 2027 tax deadlines and key numbers. - Service Bureau /Tax software
Tax Debt Resolution
Resolving back tax balances
Tax Lien Help
Negotiate Payroll Taxes
Tax Penalties & Interest
Stop Wage Garnishment
Prevent Levy & Seizure
Offer In Compromise
Custom Tax Solutions
Bookkeeping and QuickBooks
- Get Accurate, Consistent Bookkeeping.
- High-quality bookkeeping, tax, and CFO services
- We keep your books in QuickBooks and send you a detailed monthly report, so you know where your business stands and your tax return is ready faster.
- Self-employed people and business owners can manage their funds through QuickBooks.
- Pay contractors? The 1099 threshold for 2026 is $2,000.
Payroll Services
We run payroll for Phoenix businesses with 2 or more employees.
- Direct deposit
- Checks
- Card payments
FINANCIAL SERVICES
With our team of highly dedicated Licensed Financial Professional. we provide :
- Group Life Insurance (employees)
- Term life insurance (with living benefits)
- Whole life insurance
- Final expenses insurance
- Indexed Universal Life (infinite banking)
- Retirement Plan
- Debt Management
Why Choose Us
We Are Professionals Who Understand Your Industry
BBB Accredited, A+ Rating
Se Habla Español
Individual & Business Returns
IRS Tax Debt Help
Your Data Is Our Priority
We Employ Stringent Security Measures to Safeguard Your Information
Experts Have In-Depth Knowledge
Bookkeeping Made Easy
Take Control of Your Finances with Ease
Effortless Financial Management
Questions we hear a lot
Do you prepare business tax returns?
Yes. We prepare returns for sole proprietors, LLCs, partnerships, S corporations, C corporations and nonprofit organizations, along with individual Form 1040 returns.
I got a letter from the IRS. Can you help?
Yes. Bring or send us the letter. We'll explain what it means, what the IRS is asking for and what to do next.
Do you do bookkeeping and payroll?
Yes. We keep books in QuickBooks with a monthly report, and we run payroll by direct deposit, check or card.
How much is a consultation?
A private 60-minute Zoom consultation is $250, paid when you book.